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Portfolio (Quarterly) Guide ↗

Well Done, LLC

· CIK 0001667132
13F Portfolio $743M AUM 202 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 43 Added 64 Reduced 17 Exited
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 3,834.0 $1.4M 0.18% +48.0 +1.3% $357.37 -4.7%
22 FLOT ISHARES TR 25,073.0 $1.3M 0.17% +5K +24.8% $51.05 -0.1%
23 MGK VANGUARD WORLD FD 14,490.0 $1.3M 0.17% +12K +400.0% $87.91 +0.8%
24 GLD SPDR GOLD TR Financial Services 2,986.0 $1.1M 0.15% +62.0 +2.1% $368.38 +12.7%
25 NVDA NVIDIA CORPORATION Technology 5,254.0 $1.1M 0.14% +4K +304.5% $200.09 +8.4%
26 WMT WALMART INC Consumer Defensive 9,077.0 $1.0M 0.14% +74.0 +0.8% $113.26 -8.3%
27 VWO VANGUARD INTL EQUITY INDEX F 14,040.0 $838K 0.11% +5K +52.9% $59.69 +0.6%
28 IVAL EA SERIES TRUST 22,492.0 $766K 0.10% +249.0 +1.1% $34.07 +8.5%
29 IWF ISHARES TR 5,808.0 $721K 0.10% +4K +300.0% $124.17 -1.9%
30 DFAX DIMENSIONAL ETF TRUST 18,814.0 $693K 0.09% +3K +17.6% $36.84 +2.7%
31 ACWX ISHARES TR 8,023.0 $611K 0.08% +1K +20.6% $76.11 +1.6%
32 META META PLATFORMS INC Communication Services 1,057.0 $595K 0.08% +13.0 +1.2% $563.03 -3.1%
33 IUS INVESCO EXCH TRD SLF IDX FD 6,631.0 $435K 0.06% +595.0 +9.9% $65.58 +5.8%
34 AOA ISHARES TR 4,437.0 $433K 0.06% +451.0 +11.3% $97.60 +1.0%
35 VUG VANGUARD INDEX FDS 4,693.0 $404K 0.05% +4K +492.6% $86.14 +1.2%
36 GDX VANECK ETF TRUST 5,224.0 $394K 0.05% +695.0 +15.3% $75.45 +32.3%
37 PNC PNC FINL SVCS GROUP INC Financial Services 1,425.0 $351K 0.05% +16.0 +1.1% $246.22 -1.9%
38 LMT LOCKHEED MARTIN CORP Industrials 647.0 $330K 0.04% +9.0 +1.4% $509.46 +12.2%
39 FITB FIFTH THIRD BANCORP Financial Services 5,403.0 $305K 0.04% +882.0 +19.5% $56.37 -3.3%
40 AVDE AMERICAN CENTY ETF TR 3,314.0 $296K 0.04% +331.0 +11.1% $89.20 +4.8%
Page 2 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.1%
Healthcare 19.7%
Technology 14.7%
Consumer Cyclical 14.0%
Consumer Defensive 6.5%
Industrials 5.2%
Communication Services 2.6%
Energy 1.7%
Basic Materials 1.1%
Utilities 0.5%